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Monday 9am - 5:30pm Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5:30pm

Talis IFA

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Talis IFA, Financial planner, Stoke House, Church Road, Ashford.

Fully regulated and insured - Independent financial advice on pensions and retirement planning, wealth management & investment, mortgages, life and health insurance and so much more - all from a friendly local team!

02/06/2026

What are the financial worries that keep you awake at night?

It’s something many people experience, even if it’s not often talked about.

Common concerns include:
- Whether you’re saving enough for the future
- How you would cope with unexpected expenses
- Supporting family or loved ones
- Making the right financial decisions

These thoughts can build over time, especially when things feel uncertain.

But often, clarity makes the biggest difference.

Understanding your position and having a plan in place can help turn uncertainty into something far more manageable.

You can read more via the link here - https://www.talisifa.com/the-top-five-fears-that-keep-us-awake/

28/05/2026

Is there a simple way to reduce your income tax bill?
- Not quite.

But there are a range of allowances and reliefs available, many of which are often overlooked.

A good starting point is:
- Pensions
- ISAs

Used properly, they can make a real difference.

The difficulty is not finding options.

It’s understanding how they apply to your situation.

That’s why many people turn to an IFA, to help bring everything together and avoid missing opportunities.

You can read more here: https://www.talisifa.com/how-can-i-legally-reduce-my-income-tax-bill/

26/05/2026

Am I saving enough for retirement?
- It’s a question many people think about, but it’s not always easy to answer.

Why?
- Because it’s not just about how much you’ve saved.

It depends on:
- When you want to retire
- The lifestyle you want
- How long your savings need to last

Two people with the same pension could have completely different retirements.

That’s why planning starts with understanding your life, not just your finances.

With the right guidance, you can build a clearer picture of where you are and what comes next.

You can read more via the link here - https://www.talisifa.com/am-i-saving-enough-for-retirement/

21/05/2026

Can a trust reduce Inheritance Tax? Sometimes. But it’s not always straightforward.

Trusts can be a powerful part of estate planning.

They may help:
- Protect family wealth
- Control how assets are passed on
- Support future generations

In some cases, they can also reduce inheritance tax.

But they are not a one-size-fits-all solution.

Trusts involve legal, tax and financial considerations, all working together.

That’s why it’s important to look beyond just setting one up.

A Talis IFA can help you understand whether a trust is right for you and how it fits into your wider financial plans.

You can read more via the link here - https://www.talisifa.com/why-you-need-to-talk-to-your-ifa-about-trusts/

19/05/2026

Thinking about creating a trust as part of estate planning? Talk to a Talis IFA first.

Rebecca Hammett, IFA and Director at Talis IFA, works with clients who are looking to make confident, well-informed financial decisions.

She’s been seeing more questions around trusts recently, particularly from people wanting to understand how they work and whether they are right for them.

While trusts are often seen as a legal tool, they are also a financial decision that can have long-term implications.

That’s why it’s important to look at the bigger picture, not just the paperwork.

If you’d like to explore this further, you can contact Rebecca via the link here - https://www.talisifa.com/adviser/rebecca-hammett/

14/05/2026

The 60% tax trap. What is it? And how can you avoid it?

Earning over £100,000 can come with an unexpected catch.

Between £100,000 and £125,140:
- You pay higher-rate tax
- You begin to lose your Personal Allowance

Which means you may keep far less of each extra pound than expected.

In many cases, there are ways to reduce the impact.

But the key is understanding what applies to your situation.

That’s where a Talis IFA can help, guiding you through your options and helping you make informed decisions.

You can read more via the link here - https://www.talisifa.com/how-can-i-avoid-the-60-tax-trap/

12/05/2026

What’s the best way to manage old pension pots?

It’s a question many people come back to later in their career.

Is consolidation the answer?
It can be.

Bringing pensions together may:
- Make things easier to manage
- Help you see the bigger picture

But every pension is different.

Some may:
- Have benefits worth keeping
- Be more cost-effective than you think

Understanding the difference is key.

That’s where a Talis IFA can help:
- Guiding you through your options
- Helping you make an informed decision

You can read more via the link here - https://www.talisifa.com/how-to-simplify-your-pension-if-you-have-multiple-pots/

07/05/2026

Are you wondering what to do with multiple pension pots?

Many people build up pensions across different jobs without really thinking about it.

It’s something that often only comes into focus later on.

Should you combine them?
Sometimes it makes things simpler.

But not always.

Some pensions include benefits that are worth keeping.

A good starting point is understanding:
- What pensions you have
- How they are performing
- What benefits they include

That’s where guidance from an IFA can really help.

You can read more via the link here - https://www.talisifa.com/how-to-simplify-your-pension-if-you-have-multiple-pots/

05/05/2026

How much is enough for retirement? Talis IFA explains why it’s not all about the numbers

It’s a question many people quietly wonder about.

Is there a single answer?
Not really.

The amount you need depends on the life you want to live.

What does that include?
- Your home
- Your lifestyle
- Your plans for family or travel
- When you want to retire

Two people with similar savings can have completely different retirements.

That is why planning is less about hitting a number and more about understanding what matters to you.

Read the full article here: https://www.talisifa.com/am-i-saving-enough-for-retirement/

30/04/2026

Your money and your life: how an IFA can help you make the most of both

Is your money working in a way that supports your life?

It’s something many people don’t stop to think about.

We often start with numbers
How much we have
How much we need

But it usually works better the other way round.

Start with your life
Then build the plan around it

Read the full article here: https://www.talisifa.com/your-money-and-your-life-how-an-ifa-can-help-you-make-the-most-of-both/

Address

Stoke House, Church Road
Ashford

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Telephone

+441233722999

Website

https://www.talisifa.com/

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